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Sequoia Financial Advisors’s Idacorp IDA Stock Holding History

Sequoia Financial Advisors’s Portfolio IDA Stock Details IDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$641K Sell
4,240
-8
-0.2% -$1.15K ﹤0.01% 1174
2026
Q1 		$607K Sell
4,248
-2,005
-32% -$275K ﹤0.01% 1162
2025
Q4 		$791K Buy
6,253
+2,702
+76% +$351K ﹤0.01% 1009
2025
Q3 		$469K Buy
3,551
+1,595
+82% +$198K ﹤0.01% 1172
2025
Q2 		$226K Buy
+1,956
New +$227K ﹤0.01% 1427

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sequoia Financial Advisors's IDA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Idacorp (IDA) stake by 0.19% in Q2 2026, selling an estimated $1.15K and leaving 4,240 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Sequoia Financial Advisors first reported a position in IDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $791K in Q4 2025. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Sequoia Financial Advisors held 4,240 shares of Idacorp worth $641K as of Q2 2026.
  • Sequoia Financial Advisors sold 8 Idacorp shares in Q2 2026, an estimated $1.15K.
  • Idacorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1174 holding.
  • Sequoia Financial Advisors first reported a position in Idacorp in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Idacorp position peaked at $791K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.